OLD COLONY INVESTMENT SERVICES - Key Persons
Job Titles:
- Assistant
- Financial Advisor
Jennifer is the assistant to Financial Advisor, James Fratello. She has experience in the mutual funds industry where she worked in Shareholder Services as an Operations Manager for over 10 years. She expanded her knowledge to Healthcare Management specializing in Medicare and Retirement Services. She most recently received her license to sell health and life insurance in Massachusetts.
"The most important thing I have learned and promoted over the years is that client service is the number one priority across any industry. Our clients should always feel that we are here for them and always striving to go above and beyond their needs and expectations.
Jennifer enjoys spending time with family and friends, going to beach, collecting coins, scavenger hunts, musicals, and any outdoor activities in her spare time.
Job Titles:
- Financial Advisor
- Distinguished Member of the National Advisory Board of Dunham & Associates, Inc
- Representative of Grove Point Investments
Having graduated from Tufts University, Jim Fratello is a native Bostonian with over 30 years' experience in the financial services industry.
"While I may not have seen it all, I've seen a lot," says Jim. "I'm proud to have guided my clients through some of the most volatile market conditions seen in their lifetime. I'm also honored to be serving multiple generations, many for over 25 years, helping them ensure continuity, transfer wealth and fund private educations.
Jim has been a distinguished member of The National Advisory Board of Dunham & Associates, Inc. Investment Council for over 15 years, and a Registered Representative of Grove Point Investments, LLC for over 26 years.
A true "foodie," Jim enjoys the adventure of cooking, dining and entertaining. He also enjoys restoring his old diesel mercedes. He has two married sons and four grandchildren.